午评：沪指涨近1%重返4000点上方，保险、券商板块拉升，存储概念等活跃

Core Viewpoint - The A-share market shows a positive trend with major indices rising, driven by external and domestic factors, including progress in US-China trade talks and supportive macro policies [1] Market Performance - Major stock indices collectively rose, with the Shanghai Composite Index increasing by 0.88% to 4004.25 points, Shenzhen Component Index and ChiNext Index both up by 1.39%, and the Sci-Tech 50 Index soaring by 2.82% [1] - Over 2700 stocks in the market were in the green, indicating broad-based gains [1] - Total trading volume in the Shanghai and Shenzhen markets reached 13,379 billion [1] Sector Analysis - Sectors such as media, tourism, and real estate experienced declines, while materials, automotive, semiconductors, insurance, electricity, brokerage, and chemicals saw significant gains [1] - Concepts related to phosphorus and storage experienced explosive growth [1] Economic Outlook - External environment improvements, particularly in US-China trade negotiations, have alleviated market concerns regarding external uncertainties [1] - Domestic macro policies are expected to strengthen, creating a favorable environment for the A-share market and injecting stable long-term expectations into the capital market [1] - The resilience of listed companies' Q3 reports supports a positive market trend [1] Investment Strategy - The market is anticipated to experience accelerated rotation in November, which is a period of policy and performance gaps [1] - Investment focus should align with national strategies, emphasizing technology companies with genuine technological barriers as a key investment theme in the A-share market [1] - The concept of "anti-involution" is becoming a significant aspect of macro regulation, enhancing the long-term investment value of related sectors [1] - Consumer spending is crucial for stabilizing the economic fundamentals, while project construction will promote the development of the industrial chain, benefiting companies through increased orders and performance releases [1] - Financial institutions will play an increasingly vital role as a bridge and guarantee in the market [1]